IJR News — today's news from every sideCullen Capital Expands Stakes Across AXTA, CLX — 6dCullen Capital Management LLC disclosed new Q2 positions in five companies, acquiring Axalta Coating Systems, The Clorox Company, Bristol Myers Squibb, Copa Holdings, and Veralto Corporation for substantial sums. The investments spanned diverse sectors—chemicals, consumer goods, biotech, travel, and water-treatment—highlighting a broad, active portfolio expansion with specific share counts and values reported in the filings.
Raj Patel This matches what I've seen elsewhere too.Globeflex Capital L P Reports About $30 Million in Q2 New Stakes Across Five Stocks — Aug 24, 2026Globeflex Capital L P disclosed new Q2 positions across six companies, including Himalaya Shipping, Copa Holdings, Northeast Bancorp, Onto Innovation, and inTEST Co., acquiring thousands of shares valued at several million dollars in each case. The filings also show other major investors expanding their bets in these sectors, highlighting renewed activity in transport, financial services, semiconductors and testing equipment stocks.